Pension Coordinator I (Portland, OR
Listed on 2026-08-09
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Retail
Customer Service Rep, Office Administrator/ Coordinator
Pension Coordinator I (Portland, OR)
Third Party Administrator is seeking a Pension Coordinator. This is an entry level job. Experience in the administration of retirement plans, including defined benefit and defined contribution plans, is preferred but not required. Spanish as a second language is a plus.
Essential Duties and Responsibilities- Calculate and perform pension benefit calculations
- Analyze and communicate resolutions to participant inquiries via phone or written correspondence
- Produce and review standard reports, assist with reports, maintain records/files and account reconciliation
- Review incoming forms for completion and accuracy; take appropriate corrective action
- Provide additional support on special projects and other escalated tasks as needed
- Set priorities and activities with direction while seeking to understand reasons for change
- Develop an understanding of our customers, their needs, and how individual work contributes to overall success
- Work with guidance to respond to the needs of customer promptly
- Sets up files for new applications
- Data entry of new application information
- Determines eligibility for and calculates monthly benefits of members
- Communicates with members through writing & phone calls
- Prepares meeting reports for the Board of Trustees
- Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
- Regular and predictable attendance is an essential function of this job
- Excellent customer service skills are a must
- Proficient in Excel and Word
- Be detail oriented with good mathematical and analytical skills
- Be able to work well in a team environment
- Have a customer satisfaction focus and team-oriented style
- Have outstanding interpersonal and communication skills (verbal/written)
- Have proven problem solving ability
- Have good multitasking, organizational, and time management skills
High School diploma or GED and some college and/or job-related experience.
Language SkillsAbility to read documents and communicate professionally and clearly. Mathematical Skills
- Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages. Reasoning Ability
- Ability to apply common sense to carry out detailed written or verbal instructions.
Full time. Monday – Friday, 8:30am - 5:00pm. Required in office (no at-home days).
Competitive Benefits- Paid vacation; earned at a rate of 3.077 hours bi-weekly
- Paid sick time; earned at a rate of 3.69 hours bi-weekly
- 12 paid holidays
- Paid personal time; 2 days after 90 days of employment
- 3 days paid bereavement leave
- Medical, dental, and vision insurance, with option for dependent coverage
- Flexible spending accounts
- Company-paid basic life, time-loss, long-term disability, and AD&D insurance
- 401k with employer match
- Paid training
- Career development opportunities
The hourly rate for this position is $23.55, with a $1.00/hour increase after 6 months. This is a union position. The pay rate is based on the terms of the collective bargaining agreement. Wage rates may be dependent on location, skills, education, experience, and other business factors.
Our CultureBene Sys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally.
We want to create a place where employees can find long-term growth and potential. Our culture focuses on three core values:
- Collaboration:
working together across 31 locations to achieve the best for the company and our clients - Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
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